
Design & Implementation
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Strategic personal financial advising from a holistic macro perspective.
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Custom-tailored protection planning advice integrated within the larger context of a person's economic and family situation.
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Implementation of these strategies using toprated life insurance, disability insurance and long term care insurance carriers.
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Assisting clients in the implementation of other closely related protection and finance matters.
Ongoing Advice
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Regularly scheduled review meetings, typically every 6-12 months
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Regular holistic model updates
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Ease of access to meet for other questions or guidance
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A boutique high service experience
Strategic Partners
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We want what's best for your financial success. If necessary for your unique situation, we integrate our planning with the work of a trusted, proven team of strategic partners.
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These professionals may include:
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Investment portfolio managers
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CPA services/accountancy experts
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Property/casualty insurance agents
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legal/estate planners
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mortgage lenders
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real estate investors
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